Guidance Documents for Lifecycle Management of ETDs

The review period has ended and the final published Guidelines are now available for download.

Colleges and universities are steadily transitioning from traditional paper and microfilm to digital formats for the submission and dissemination of graduate theses and dissertations. While this move from print-based to electronic theses and dissertations (ETDs) greatly enhances the accessibility and sharing of graduate student research, it also presents significant challenges for the academic libraries that must preserve this digital content.

To promote best practices and to increase the capacity of academic libraries to reliably preserve ETDs, the University of North Texas Libraries, together with the Educopia Institute, the MetaArchive Cooperative, the Networked Digital Library of Theses and Dissertations, and the libraries of Virginia Tech, Rice University, Boston College, Indiana State University, Pennsylvania State University, and University of Arizona received a grant from the Institute of Museum and Library Services. Among other deliverables, the project participants have developed a set of guidance documents, and we are actively seeking feedback from July to September 2013 to improve these documents.

Table of Contents

  1. Guidance Documents for the Lifecycle Management of ETDs
  2. Guidelines for Implementing ETD Programs – Roles & Responsibilities
  3. Guide to Access Levels & Embargoes of ETDs
  4. Briefing on Copyright & Fair Use Issues in ETDs
  5. Guidelines for Collecting Usage Metrics & Demonstrations of Value for ETD Programs
  6. Managing the Lifecycle of ETDs: Curatorial Decisions & Practices
  7. Metadata for ETD Lifecycle Management
  8. Guide to ETD Program Planning & Cost Estimation
  9. Guide to Options for ETD Programs